Premier Path Wealth Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Premier Path Wealth Partners, LLC
- $587 Billion
- Q2 2024
A detailed history of Premier Path Wealth Partners, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Premier Path Wealth Partners, LLC holds 23,083 shares of SPDW stock, worth $840,452. This represents 0.14% of its overall portfolio holdings.
Number of Shares
23,083
Previous 32,159
28.22%
Holding current value
$840,452
Previous $1.15 Billion
29.75%
% of portfolio
0.14%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding SPDW
# of Institutions
931Shares Held
484MCall Options Held
4.4KPut Options Held
700-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.2 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.3MShares$1.94 Billion2.0% of portfolio
-
Allworth Financial LP29.3MShares$1.07 Billion6.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$1.01 Billion0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$640 Million16.46% of portfolio